Your RFP Roadmap

The ultimate HR operator’s guide to mastering the Benefits Request for Proposal (RFP) Process

To RFP or not to RFP? This tool can be the key to unlock a new level of benefits offerings for your employees — and cost savings for your bottom line. Following this roadmap, you can manage RFPs ASAP, find a great benefits broker partner, and build the offering your employees want. All without overloading your already busy to-do list.

Grab your playbook
Get the Playbook

Download a Sample Plug-and-Play RFP Template

Don’t have time to develop your own RFP? We got you. This editable, unbranded template covers all the bases, with a range of expert-recommended questions to get the answers you’re looking for.

Download the RFP template using your preferred platform:
Google Form
Simply click "File">"Make a copy" then edit as you see fit, and send away!
Get the Google Form
Feel free to edit and make it your own.
Get the PDF


Watch Now: Guide to a Simple Benefits RFP Process

Listen in for a 60 min session with SHRM (for credits!) that covers the RFP best practices we've seen from employers and Nava's own Benefits Advisory Board of HR experts.


How to Score Your RFP Responses

So the responses are rolling in. Now what? Here’s a sample scorecard to help you find what you’re looking for — and identify red flags.

Download Scorecard


Countdown to RFP

Never-ending RFP process? Never. Follow this sample timeline to keep the process easy and efficient.

Week 1 - 2

Align internally, customize questions, and issue your RFP

Week 3 - 5

Field questions, receive responses, and score proposals

Week 6 - 7

Notify finalists, schedule final presentations, and receive final proposals

Week 8

Conduct reference calls, socialize decision internally, and select your broker


Your RFP Crash Course

Everything else you need to know about RFP — from the experts.